Had a meeting with Shelley Johnston about my pension and she made things so easy to understand. I…read moream so grateful that my brother recommended her to me. We originally met in her Whitby office but when she found out that we lived in Mississauga, she made herself available at the closer head office. We highly suggest seeing her for your financial needs.

Just wanted to say thanks for giving me best advice on my insurance needs,I will say experience…read moredoes matter.Thanks Ashwani Goel.

My late Mother was John Soutsos' second customer when he started out in 1986. She did not know him…read morebut he was recommended to her by John's first customer whom I believe also did not know him. My husband and I began investing with John about 15 years ago. John Soutsos has taken the time to educate us about investing and explains everything that he recommends in patient detail. He keeps in regular contact with us without overdoing it. By reading the pulse of each of his clients, he determines how much contact the individual wants and does his best to fulfil that need. At times during the past decade of serious declines, he has encouraged us to not panic and he advised us to fight the urge to sell when values were low and others were selling. We have been very satisfied with his advice and have recovered all of the declines and our portfolio has been growing. I am retired and my husband is on the verge of retirement. We are well-positioned financially due in large part to following John's advice in both dollar cost averaging and in diversification. I have recommended John Soutsos to friends without hesitation. He is the consummate professional. Yes, I am a fan.

From the owner: Retirement Planning for those still working and Retirement Income Programs for those already in…read moreretirement. Estate Planning to help people transfer their assets in a tax efficient manner to the next generation. Private Wealth Management for high net worth investors looking for portfolio customization and optimal investment performance. Risk Review - to assist clients in identifying the potential risks that might stop them from achieving their financial objectives, such as premature death, disability, critical illness and the need to fund long term care.

Debbie and her employees were amazing at getting exactly what I needed done on a short deadline…read more Also took some extra time to go over everyhting with me regarding my situation and went into great detail to explain. I highly recommend anyone that would require their service(s) to not hesitate and get in contact with them...

From the owner: * Small Business * Corporate and Personal Taxes…read more* Full Service - Bookkeeping to Taxes * Financial Statements * Filing Back Taxes * Review & Audit Engagements

Thank you to trinadavid sklar for helping me with everything. They were Very welcoming. highly…read morerecommend

Due to some poor financial choices, I found myself in a desperate situation. David Sklar's a…read morerespected institution, so I made the call and had the fortune of connecting with Trina Powell. We agreed that a consumer proposal was the better solution. She took alot of the mystery, fears and shame away. I can count on her to answer my questions and concerns (big or small) at any given time. The follow up emails are appreciated. Her advice is practical, fair and realistic as she works with you to gain results needed to make YOU successful. Trina Powell is the TRUSTee that I needed. Alli

I am very impressed. Very professional and knowledgeable about my Canadian an US taxes. I had a…read moremore complicated tax issue being a non Canadian but he knew just how to prepare my taxes when other CPA's couldn't figure it out. He also advised me how to prepare my taxes in the US. He also was able to prepare them in a timely manner even though his office was working remotely due to the virus. And he did it for a third of the cost in some cases that other CPA's quoted. I would definitely recommend him to anyone needing tax services.

I live in Toronto and my business is in Toronto. When I incorporated it quickly became apparent…read morethat I needed more accounting assistance. I wanted someone that would give me advice about my business and finances. That's when I found Dean. All my friends said I was insane to pick an accountant in Burlington. Well, I can now say that you are CRAZY if you don't choose Dean Paley. He reviews all my accounts online (from his office in Burlington) and provides me with advice and better support that I ever got from anyone in person up here in Toronto. I couldn't recommend him higher.